Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Jones is a financial advisor with over 25 years of experience in the industry. Jeffrey has a Series 6, 7, 26, 63 and 65 licenses and is a Certified Financial Planner. Jeffrey is currently registered with Wealthcare Advisory Partners LLC, and has previous experience with SunTrust Investment Services, Inc., EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Jeffrey specializes in providing financial planning, portfolio management and selection of other advisors services to individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
01/16/2018 - Present
Wealthcare Advisory Partners LLC (ALPHARETTA GA)
GA
01/14/1999 - 09/19/2013
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
NY
10/17/1997 - 10/23/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/17/1997 - 10/23/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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